Institutional Ownership Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO). We have compiled data on the 3,257 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
7,120
shares
|
$3.96 Million
1.37% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
7,108
shares
|
$3.95 Million
5.02% of portfolio
|
Q3 2024
Added 61.51%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
7,100
shares
|
$3.95 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,060
shares
|
$3.93 Million
0.33% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,045
shares
|
$3.92 Million
0.77% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,032
shares
|
$3.91 Million
1.08% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
7,017
shares
|
$3.9 Million
0.32% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
7,012
shares
|
$3.9 Million
0.7% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,999
shares
|
$3.89 Million
0.55% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,963
shares
|
$3.87 Million
1.78% of portfolio
|
Q1 2024
Reduced 48.56%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
6,949
shares
|
$3.87 Million
0.37% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
6,945
shares
|
$3.86 Million
0.51% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
6,934
shares
|
$3.86 Million
0.08% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,914
shares
|
$3.85 Million
0.77% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
6,910
shares
|
$3.84 Million
0.23% of portfolio
|
Q3 2024
Added 71.85%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,905
shares
|
$3.84 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
6,894
shares
|
$3.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
6,889
shares
|
$3.83 Million
2.56% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,870
shares
|
$3.82 Million
3.77% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,849
shares
|
$3.81 Million
0.17% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6,846
shares
|
$3.81 Million
0.25% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
6,839
shares
|
$3.8 Million
0.19% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,821
shares
|
$3.79 Million
0.07% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
6,805
shares
|
$3.79 Million
0.8% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,801
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.41%
|